With every update, the Insightly mobile team adds features and improves the performance of our Android and iOS apps. This week, the apps have been updated to fulfill a couple of very popular customer requests. From managing your workflow with Pipelines and Activity Sets to finding items faster through search, these improvements are sure to help you get more done from your mobile devices. This is no April Fools’ Day joke!
The mobile app update (version 3.12) is now available for Android. Our iOS version has been submitted to Apple for review and should be available within a week.
Use Pipelines on Mobile
Moving your work along a consistent path is a major benefit of using Pipelines. Many customers have been waiting for this addition to mobile, so we are very happy to bring Pipeline management to the Insightly apps. When you’re adding or editing an opportunity or project, you’ll now be able to select a Pipeline and advance from stage to stage as your work is completed.
To change a Pipeline or stage, edit the record you’re viewing, tap the Pipeline and stage fields, and select the new stage. When the stage includes an Activity Set, you will be prompted to configure your dates and assignments, just as you do in Insightly from your web browser.
Apply Activity Sets
While we were adding Pipelines to mobile, it made sense to follow with the addition of Activity Sets. Activity Sets create tasks and events using a template that your team has set up for all your Insightly users. They can be used individually or can be triggered when a Pipeline stage is reached.
For customers who add them directly to records like leads or contacts, having this powerful tool on mobile will save time without having to return to your desk. To apply an Activity Set, tap the Related tab, tap the “+” icon, and then select the Set you’d like to use. When your Activity Set includes start dates, end dates, or assignees, every option is available right on the screen.
Fast, Powerful Search
In our connected world, we’ve all been trained to find information quickly through search. Finding something in your mobile app should be just as easy and just as fast. We’ve now added a flexible global search at the top of your menu drawer, so you can immediately start finding what you’re looking for with fewer taps.
While you will see every matching record as you type, we’ve also added an option to filter the results by contacts, organizations, and your other record types by tapping an icon. Regardless of which screen you’re on, all searches are faster thanks to full text search improvements introduced by our mobile team.
Thank you to all of our customers and users for the valuable feedback you’ve provided through beta testing, our Customer Support and Customer Success teams, and our community. Our product teams are continuing to listen through all channels and continuing to add new features and improvements to our apps at a great pace.
Check your app and make sure you have the latest and greatest!
